What the work can cover
Examine the fit
Set out what each side is seeking, the strategic reason for the relationship and the alternatives. Identify dependencies that could change its value.
Organise the questions
Build a structured list of commercial, operating and governance questions. Record the evidence available and the questions that require qualified specialist review.
Prepare the discussion
Clarify the decisions, responsibilities and conditions that need agreement. Keep open questions visible rather than treating an early conversation as a settled commitment.
A clear working process
- Define the purpose and the alternatives.
- Compare strategic and operating fit.
- Organise evidence gaps and diligence questions.
- Prepare the decision criteria and next discussion.
Bring the context you already have
- The opportunity and the strategic reason for considering it.
- The proposed role and contribution of each party.
- The information already exchanged and any access restrictions.
- Your decision criteria, constraints and unresolved concerns.
Common questions
Is this legal, investment or financial advice?
This service area concerns strategic and commercial preparation. Regulated investment, legal, tax, audit and valuation work needs appropriately qualified providers and a separately agreed scope.
Can a tool verify a potential partner?
No. A checklist can organise the questions and the evidence requested. Verification depends on appropriate sources, access and specialist work where required.